Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| KGSPY (Kingspan Group PLC ADR) | 5.27% | 5.40% | 11.55% | -0.04% | 14.90% | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 09/28/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| KGSPY (Kingspan Group PLC ADR) | 09/28/2015 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.88 | 5.40 | 11.55 | -0.04 | 14.90 | NA | NA | … | … | 5.27 | 22.12 | -16.58 | 63.85 | -54.46 | 70.89 | 14.37 | 41.73 | -0.95 | 81.84 | -2.39 | 0.00 |
| Sharpe Ratio | NA | 0.16 | 0.23 | -0.07 | 0.34 | NA | NA | … | … | 0.34 | 0.54 | -0.71 | 1.49 | -1.02 | 2.24 | 0.31 | 0.91 | -0.06 | 2.58 | -0.01 | 0.00 |
| Standard Deviation(%) | NA | 34.81 | 34.74 | 39.72 | 38.91 | NA | NA | … | … | 40.19 | 35.46 | 28.32 | 40.89 | 55.10 | 31.63 | 45.90 | 44.07 | 40.53 | 31.62 | 328.85 | NA |
| Draw Down(%) | NA | 22.48 | 32.88 | 64.28 | 64.28 | NA | NA | … | … | 22.48 | 21.38 | 28.04 | 23.13 | 63.66 | 22.16 | 39.38 | 16.09 | 24.32 | 12.70 | 90.35 | 0.00 |
| Yield(%) | 0.00 | 0.73 | 0.90 | 0.60 | 1.96 | 1.31 | 0.98 | … | … | 0.39 | 0.87 | 0.69 | 0.98 | 0.46 | 0.63 | 0.60 | 1.05 | 0.98 | 1.56 | 1.16 | 0.00 |
Data as of 06/10/2026, Common starting date is 09/28/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KGSPY (Kingspan Group PLC ADR) |
-14.62%
Dec 2021 – Dec 2024 |
-2.38%
Oct 2020 – Oct 2025 |
12.11%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| KGSPY (Kingspan Group PLC ADR) |
41.43%
Oct 2018 – Oct 2021 |
37.91%
Dec 2016 – Dec 2021 |
15.82%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart